SmartDocs

SmartDocs is an electronic solution for investor KYC and subscription documents. Web forms are designed to remove errors and omissions and to cut the back-and-forth with clients.

It is part of the Obsidian Suite, which also covers investor relations portals, business intelligence and CRM.

Features

• Web forms: guided entry that avoids missing or wrong information.
• Electronic signature: optional signing inside the process.
• KYC vault: stores entered data and warns of upcoming maturities and ID expiries.
• Pre-population: reuses stored data in later documents, which the vendor says reduces time on complex documents by 98%.

Who it works with

Fund managers who collect subscription documents and KYC information from investors.

Key facts

• Product family: Obsidian Suite